Stephen E. Rudman Email & Phone Number

With over 30 years of experience in financial advising, Steve Rudman is competent in offering valuable ideas, strategies, and solutions to help meet the financial needs for effective wealth management. After earning a degree in Finance from Indiana University in 1984, Steve joined what has now become Morgan Stanley, in 1985. His approach to Wealth Management is to execute detailed investment strategies through the platforms of equities and fixed income trades, business succession, insurance, and estate and retirement planning strategies. His depth of experience is accompanied by earning National Association of Securities Dealers Series 3, Series 7, Series 63, and Series 65 Certifications. Steve has also secured Wealth Management knowledge in his licensure in Life, Health, and Variable Insurance. Steve's passion for helping others carries outside of his professional life. From 1998-2018, Steve was both the Head Boys and Girls Tennis Coach at Highland Park High School, where each team he coached has qualified for the IHSA State Tournament. Impressively, Steve has coached both singles and doubles teams to four State Championship titles. He was involved with the IHSA State Tournament Committee and previously was involved in the Illinois High School Tennis Coaches Association. An avid golfer, tennis and paddle tennis player, Steve lives in Highland Park and has two children, Matthew and Samantha.

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  Senior Vice President, Financial Advisor

  Morgan Stanley

  Sep 1984 - Present - Deerfield, Illinois

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